HR Templates
(Coming Soon) – for Members Only
Looking for practical HR tools that go beyond what typical HRIS systems can offer? We’ve curated 50 modern, editable templates—organized by category—to support your day-to-day HR work. These downloadable Excel and Word files are built for real use cases: from headcount planning and salary benchmarking to onboarding checklists and job grading tools. Each template is designed to be light, simple, and packed with dummy data so you can see exactly how to use them.
Workforce Planning & Budgeting (Download)
| Template Name | Format | Purpose |
|---|---|---|
| Manpower Planning Sheet | Excel | Project headcount by role and time period |
| Workforce Cost Budgeting Tool | Excel | Estimate HR budget with salary and overhead |
| Headcount Tracker | Excel | Monitor staff numbers over time |
| Salary Benchmark Report | Excel | Compare internal vs. market rates |
| Job Evaluation Template | Excel | Score and rank jobs systematically |
Recruitment & Onboarding (Download)
| Template Name | Format | Purpose |
|---|---|---|
| Recruitment Tracker | Excel | Track applicants across open roles |
| Interview Evaluation Form | Word | Standardize interview feedback |
| Employment Contract Template | Word | Customize based on local laws and terms |
| Employee Onboarding Checklist | Word | Track onboarding tasks across departments |
| Remote Work Agreement | Word | Formalize work-from-home arrangements |
Performance & Talent Management (Download)
| Template Name | Format | Purpose |
|---|---|---|
| Performance Review Form | Word | Role-specific performance feedback |
| KPI Template per Job Role | Excel | Define and monitor KPIs |
| 9-Box Talent Grid Template | Excel | Assess performance vs. potential |
| Succession Planning Template | Excel | Map successors and readiness levels |
| Probation Review Form | Word | Review performance during probation period |
Learning & Development (Download)
| Template Name | Format | Purpose |
|---|---|---|
| Training Needs Analysis Matrix | Excel | Identify skill gaps across departments |
| Skill Gap Analysis Tool | Excel | Compare current vs. required skill sets |
| Training Budget Plan | Excel | Estimate L&D expenses |
| Competency Framework Template | Word | Define behaviors and skills per level |
| Internship Program Tracker | Excel | Track interns, assignments, and evaluations |
Rewards, Recognition & Benefits (Download)
| Template Name | Format | Purpose |
|---|---|---|
| Payroll Calculation Sheet | Excel | Cross-check monthly payroll outputs |
| Overtime Tracker | Excel | Track manual overtime hours |
| Employee Reward Catalog | Word | Offer redemption-based reward options |
| Recognition Tracker | Excel | Track employee recognition events |
| Employee Recognition Nomination Form | Word | Used during peer nomination cycles |
Engagement & Employee Experience (Download)
| Template Name | Format | Purpose |
|---|---|---|
| Employee Engagement Survey | Word | Collect insights on motivation, culture, etc. |
| Survey Result Analysis Sheet | Excel | Visualize and interpret survey results |
| Hybrid Work Tracker | Excel | Monitor office/home working ratios |
| Employee Suggestion Log | Excel | Log and track employee suggestions |
| Exit Interview Form | Word | Standardize feedback during exit process |
Compliance & HR Operations (Download)
| Template Name | Format | Purpose |
|---|---|---|
| HR Compliance Checklist | Word | Ensure legal and regulatory readiness |
| Warning Letter Template | Word | Issue disciplinary warnings formally |
| Grievance Handling Log | Excel | Log and resolve internal complaints |
| Disciplinary Action Tracker | Excel | Track progressive discipline records |
| HR Policy Manual | Word | Centralized company policies and procedures |
Organization Structure & Reporting (Download)
| Template Name | Format | Purpose |
|---|---|---|
| Org Structure Chart Generator | Excel / PPT | Visualize reporting structures |
| Monthly HR Report Template | Word | Consolidate key HR metrics |
| HR Dashboard Template | Excel | Visual dashboard of HR KPIs |
| HR Scorecard | Excel | Align HR metrics with business strategy |
| HR Project Tracker | Excel | Monitor HR initiative progress |
Attendance & Admin (Download)
| Template Name | Format | Purpose |
|---|---|---|
| Leave Tracker | Excel | Manual leave balance monitoring |
| Attendance Summary Sheet | Excel | Cross-check biometric/manual records |
| Timesheet Template | Excel | Track daily hours for billing or approval |
| Shift Scheduling Tool | Excel | Schedule employee shifts easily |
All templates in this section are free for HRPostID members and can be used as-is or adapted to your needs. We’ll continue updating this toolkit with new formats, how-to guides, and visuals. Have a request or want to contribute your version? Let us know—we’re building this for the HR community, with the HR community.